Ballentine Partners’s Kinder Morgan KMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$493K Buy
16,776
+1,345
+9% +$39.5K 0.01% 490
2025
Q1
$440K Sell
15,431
-444
-3% -$12.7K 0.01% 486
2024
Q4
$435K Buy
15,875
+1,485
+10% +$40.7K 0.01% 463
2024
Q3
$318K Buy
14,390
+1,075
+8% +$23.7K 0.01% 566
2024
Q2
$265K Buy
+13,315
New +$265K ﹤0.01% 604
2020
Q1
Sell
-68,407
Closed -$1.45M 385
2019
Q4
$1.45M Sell
68,407
-508
-0.7% -$10.8K 0.07% 118
2019
Q3
$1.42M Sell
68,915
-9,258
-12% -$191K 0.07% 118
2019
Q2
$1.63M Sell
78,173
-3,564
-4% -$74.4K 0.08% 103
2019
Q1
$1.64M Sell
81,737
-3,495
-4% -$70K 0.09% 86
2018
Q4
$1.31M Sell
85,232
-38,557
-31% -$593K 0.08% 98
2018
Q3
$2.2M Buy
123,789
+60,394
+95% +$1.07M 0.11% 67
2018
Q2
$1.12M Buy
63,395
+14,387
+29% +$254K 0.06% 104
2018
Q1
$738K Sell
49,008
-4,029
-8% -$60.7K 0.04% 142
2017
Q4
$958K Sell
53,037
-803
-1% -$14.5K 0.05% 127
2017
Q3
$1.03M Buy
53,840
+578
+1% +$11.1K 0.06% 117
2017
Q2
$1.08M Buy
+53,262
New +$1.08M 0.08% 118